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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-03-05 |
| CA | RA | APPROVED | 2014-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palo Alto | CA | 02/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
337229 - Reef Hunters, LLC; Investment Related - Yes; San Francisco, California; Investment/Finance/Banking, Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2018; During Business Hours: 0; After Business Hours: 5; Administrative, Accounting/Bookkeeping, Investment Decisions/Advice, Check Signing/Funds Disbursements, Property Management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-06-05 |
| S65 | Uniform Investment Adviser Law Examination | 2005-06-23 |
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